MUtual Fund Sales

Zoho; Delhi; On-site; INR 250,000 - 450,000; Full time

Benefits offered by this job

Fixed salary + performance incentive

4,000+ warm CRM leads from Day 1

Job summary

Ratni Distributors Pvt. Ltd. is seeking a Sales Executive to lead conversion of warm CRM leads, drive mutual fund investments, and grow AUM quarterly. You will manage client reviews and referrals, ensure Zoho CRM logging, and comply with SEBI/AMFI/KYC norms.

Strong English/Hindi skills and a graduate degree are required. Freshers considered for this fast-growing team. The role offers a fixed salary plus performance incentives with a clear career path targeting HNI/UHNI clients and national

Qualifications

• NISM VA mandatory on joining; NISM XA, XB, and XVII within 6 months.

Responsibilities

• Lead conversion from warm CRM leads daily; qualify, pitch and close.
• Drive SIP registrations, lump-sum investments, and top-ups; quarterly AUM targets.
• Coordinate portfolio reviews with the advisory team; seek referrals and Google reviews.
• Log every interaction in Zoho CRM with rationale; adhere to SEBI/AMFI/KYC norms.
• Represent the firm at Investor Awareness Programmes; identify and capture leads.

Skills

Sales mindset

English fluency

Hindi fluency

Education

Any graduate

Tools

Zoho CRM

Investwell

MS Office

AI drafting tools

Job description

Ratni Distributors Pvt. Ltd. | Full time

Key Responsibilities

• Lead conversion: Call and meet warm CRM leads daily; qualify,pitch, and close. Manage pipeline from first contact to first investment.
• AUM growth: Drive SIP registrations, lump-sum investments, andtop-ups. Target is AUM acquired each quarter.
• Client management: Coordinate portfolio reviews with the advisoryteam; seek referrals and Google reviews from clients.
• CRM & compliance: Log every interaction in Zoho CRM withrationale. Adhere to SEBI/AMFI/KYC norms at all times.
• Events: Represent the firm at Investor Awareness Programmes;identify and capture leads.

Requirements

• Certifications: NISM VA mandatory on joining. NISM XA, XB, andXVII (Retirement Planning) within 6 months.
• Knowledge: Mutual funds (equity/debt/hybrid), financial planning,personal income tax rules, retirement planning, SIP mechanics.
• Languages: Fluent spoken and written English and Hindi.Communication quality directly affects conversion.
• Sales mindset: Comfortable with targets, persistent follow-up,objection handling, and closing. 0–2 years' experience preferred;strong freshers considered.
• Education: Any graduate. Finance/Commerce/Economics background preferred.
• Tools: Zoho CRM, Investwell, MS Office, AI drafting tools.
• Fixed salary + performance incentive directly linked to AUM acquired.
• 4,000+ warm CRM leads from Day 1 — no cold prospecting.
• Clear career path: Sales Executive Relationship Manager as yourbook grows.
• Exposure to HNI/UHNI government officer clients and nationalindustry events.